FORGOT YOUR DETAILS?

Omega Equity Fund

1.57

Category:

Description

Fund Manager: Omega Capital Limited
Bid Price: 1.5712
Offer Price: 1.5712
YTD: +12.42%
Fund Launch Date – 02-Oct-2013
Fund Size (as at 27 March, 2017)- GHS0.00 mn

Fund Info


Omega Equity Fund is a long-term open-ended Fund that seeks to deliver superior returns in the long-term. The Fund seeks to achieve its objective through investment in a diversified portfolio of equities and fixed securities to meet the liquidity needs of the Fund. A regular investment plan exists for the benefit of investors who would like to purchase shares on a regular basis. The initial minimum deposit is set at GHS50.00 and the additional deposit for investors on the regular investment plan purchase is set at a minimum value of GHS25.00 . A minimum lump-sum deposit of GHS500.00 is required for all investors not on the regular investment plan.

Fund Strategy


The Fund seeks to achieve its objective through investment in a diversified portfolio of equities and some fixed securities to meet the liquidity needs of the Fund. It is the manager’s intention not to invest less than 70% of its net assets in equities and to invest not more than 30% of its net assets in money market and fixed income securities. The Fund would maintain a re-balancing range of plus or minus 10% for each asset class.

                           IMPORTANT NOTICE!

Please remember that investments can fall as well as rise and you may not get back all the money that you invest.

If you’re unsure about the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser or call 0265560612

TOP

Thank you for taking time to fill the form.